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Proud moment for SWELECT! We were recognized at the CII Performance Excellence Award 2026 under the Ground Mounted Solar category for our 7.79 MWp project in Tamil Nadu. #SWELECT #CIIPerformanceExcellenceAward #SolarEnergy
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swelect is so weak it can touch levels of 200 also
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@zerodha please explain why 3 shares of SWELECT are unpledged and sold today....
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Replying to @SmarTradingA
swelect worst results ..stay away ..can fall down to 200 also ..
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Replying to @tradejournal_MK
swelect worst results ..stay away ..can fall down to 200 also ..
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5. Swelect Energy Ltd ๐Ÿ”ฅ Trendline breakout done on daily chart โœ… #Swelectenergy
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ALMM List-II Rule (Effective 1 June 2026) โ€“ beneficiary companies list serial wise ๐Ÿ† Likely Beneficiaries Waaree Energies (28โ€“33%) Premier Energies (20โ€“25%) Adani Green (15โ€“18%) Vikram Solar (10โ€“15%) Tata Power (8โ€“12%) Servotech Renewable (4โ€“8%) Swelect Energy (1โ€“3%)
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ALMM List-II Rule (Effective 1 June 2026) โ€“ beneficiary companies list serial wise ๐Ÿ† Likely Beneficiaries Waaree Energies (28โ€“33%) Premier Energies (20โ€“25%) Adani Green (15โ€“18%) Vikram Solar (10โ€“15%) Tata Power (8โ€“12%) Servotech Renewable (4โ€“8%) Swelect Energy (1โ€“3%)
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๐Ÿ”ฅ ALMM List-II kicks in from 1 June 2026 โ€” a major boost for India's solar manufacturing ecosystem ๐Ÿ‡ฎ๐Ÿ‡ณโ˜€๏ธ Potential beneficiaries (approx. impact outlook): ๐Ÿฅ‡ Waaree Energies โ†’ 28โ€“33% ๐Ÿฅˆ Premier Energies โ†’ 20โ€“25% ๐Ÿฅ‰ Adani Solar โ†’ 15โ€“18% ๐Ÿ… Vikram Solar โ†’ 10โ€“15% โšก Tata Power Solar โ†’ 8โ€“12% ๐Ÿš€ Servotech Renewable โ†’ 4โ€“8% ๐ŸŒž Swelect Energy โ†’ 1โ€“3% ๐ŸŽฏ Why it matters? With ALMM List-II becoming effective from 1 June 2026, several solar projects will be required to use approved domestically manufactured solar cells. This could reduce import dependence and support the growth of Indian solar cell manufacturers. ๐Ÿ“Œ Educational post only. Please do your own research before making any investment decision. Not a buy/sell recommendation. #Solar #SolarEnergy #RenewableEnergy #ALMM #MakeInIndia #GreenEnergy
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๐Ÿ”ฅ ALMM List-II Rule (Effective 1 June 2026) โ€“ beneficiary companies list serial wise ๐Ÿ‘‡ ๐Ÿ‡ฎ๐Ÿ‡ณโ˜€๏ธ ๐Ÿฅ‡ Waaree Energies โ†’ โญโญโญโญโญ (28-33%) ๐Ÿฅˆ Premier Energies โ†’ โญโญโญโญ (20-25%) ๐Ÿฅ‰ Adani Solar โ†’ โญโญโญ (15-18%) ๐Ÿ… Vikram Solar โ†’ โญโญโญ (10-15%) โšก Tata Power Solar โ†’ โญโญ (8-12%) ๐Ÿš€ Servotech Renewable โ†’ โญ (4-8%) ๐ŸŒž Swelect Energy โ†’ โญ (1-3%) ๐ŸŽฏ Key Theme: From 1 June 2026, many solar projects will have to use approved Indian-made solar cells, reducing dependence on imports and boosting domestic manufacturers. #Solarcell #Renewableenergy Note :: I have shared this only for educational purposes. No buying selling recommendation.
BIG UPDATE FOR INDIAโ€™S SOLAR SECTOR โœ… From 1 June 2026, the government will not give a blanket extension to the new ALMM List-II rule. โžก๏ธ Earlier, solar companies could use imported solar cells (mostly from China) inside Indian-made solar panels. โžก๏ธ Now, for many projects commissioned after 1 June 2026, companies must use: โœ… ALMM-approved Indian solar modules โœ… ALMM-approved Indian solar cells. Good news for domestic solar panel & cell manufacturers. #Solarcell #Renewableenergy
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Corporate Announcement (India) | 28 May 2026 Key Positives - HBL Engineering won โ‚น1,714 Cr Kavach order; strong railway signalling momentum. - Chemplast Sanmar and Century Ply started commercial production at new facilities; capex monetisation underway. - Likhitha Infra secured โ‚น121 Cr Oil India order. - AWL Agri Shree Renuka partnered for โ€œMadhurโ€ sugar distribution. - Swelect Energy acquired solar asset company to expand renewable portfolio. - Persistent Systems, Nazara Tech and Apar Industries continued expansion/investment activity. Fundraising / Dilution Watch - Hi-Tech Pipes, Sanstar, Emrock and Mizzen Ventures announced/prepared preferential fundraising. - Greaves Cotton infused more capital into Greaves Finance. - Cargosol Logistics and Consecutive Commodities evaluating fundraising/rights issue plans. Expansion / New Business - Vivanta Industries entered EV charging infrastructure business. - Valencia Nutrition launched packaged bakery segment under โ€œValencia Bakeryโ€. - CapitalNumbers acquired US-based cloud company. Order Wins - Kernex Microsystems received โ‚น15.9 Cr tracking systems order from Jindal Steel. - Power & Instrumentation, Globesecure and others reported fresh contracts/orders. Corporate Actions - Gautam Exim fixed record date for 3:1 bonus issue. - UP Hotels progressing voluntary delisting. - Simplex Castings proposed stock split.
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One theme that could become one of Indiaโ€™s biggest infrastructure opportunities over the next decade: โšก BESS โ€” Battery Energy Storage Systems Not just a battery story. This is the backbone of the renewable energy transition. And policy support industry investments are now accelerating rapidly. ๐Ÿงต๐Ÿ‘‡ โธป What is BESS? Battery Energy Storage Systems (BESS) store electricity when supply exceeds demandโ€ฆ and discharge power when demand rises. In simple words: it acts like a giant power bank for the grid. This becomes critical because: โ˜€๏ธ solar works only during sunlight ๐ŸŒฌ๏ธ wind depends on wind conditions โ€ฆbut electricity demand exists 24x7. โธป Why is BESS becoming essential? According to Indiaโ€™s Central Electricity Authority (CEA), the country may require: โšก 47 GW of storage capacity by 2030 โšก 236 GWh of battery storage by 2031โ€“32 to support renewable integration and grid stability. (Mordor Intelligence) RMI estimates India will require: โšก 42 GW / 208 GWh of BESS by 2030 alone. (RMI) Without storage infrastructure: renewable-heavy grids become unstable. โธป Where is BESS used? BESS is increasingly being deployed across: โœ… utility-scale renewable projects โœ… power grids โœ… AI/data centers โœ… telecom towers โœ… metro rail systems โœ… industrial facilities โœ… EV charging infrastructure Even large hyperscale data centers globally are integrating energy storage for power reliability. โธป Why the market opportunity is massive India aims for: ๐ŸŽฏ 500 GW of non-fossil fuel power capacity by 2030. (Press Information Bureau) To support this, the government is introducing: โœ… viability gap funding โœ… storage-linked tenders โœ… PLI schemes for battery manufacturing โœ… Energy Storage Obligations (ESO). (Mordor Intelligence) According to industry estimates: โ€ข Indiaโ€™s installed storage capacity could reach 346 GWh by 2033. (The Economic Times) โ€ข India plans investments of nearly: โ‚น3.5 lakh crore in battery storage between 2022 and 2032. (Press Information Bureau) โ€ข Multiple market studies estimate: 25โ€“30% CAGR growth for Indiaโ€™s BESS industry this decade. (MarkNtel Advisors) โธป Why entry barriers are HIGH This is NOT a low-tech assembly business. Serious BESS execution requires: โŒ battery chemistry expertise โŒ thermal management systems โŒ software EMS integration โŒ grid connectivity know-how โŒ fire safety architecture โŒ financing capability โŒ utility-scale project execution This naturally limits credible competition. โธป Major listed Indian companies exposed to BESS Large ecosystem players include: โ€ข Exide Industries โ€ข Amara Raja Energy โ€ข Tata Power โ€ข JSW Energy โ€ข Adani Green โ€ข Reliance Industries โ€ข Waaree Energies โ€ข Sterling & Wilson Renewable Interesting emerging/smaller players: โ€ข SPML Infra โ€ข Prostarm โ€ข Swelect Energy โ€ข Saatvik Green Energy Recent developments show how rapidly the ecosystem is scaling: โšก Adani Green recently commissioned a 3.37 GWh BESS project at Khavda, Gujarat. (The Economic Times) โšก GoodEnough Energy commissioned what ET described as Indiaโ€™s largest BESS gigafactory in Noida. (The Economic Times) โšก Ceigall India secured a โ‚น1,700 crore solar BESS project. (The Economic Times) โธป The bigger picture most investors are missing BESS sits at the intersection of: โšก renewable energy โšก EV ecosystem โšก AI/data centers โšก smart grids โšก power infrastructure โšก energy security This is not just another โ€œgreen energyโ€ trend. It could become one of the defining infrastructure themes of the next decade. And India is still early in the cycle. ๐Ÿ‘€ #BESS #EnergyStorage #RenewableEnergy #IndianStocks #EV #SolarEnergy #StockMarketIndia #nifty #banknifty #sensex premier explosives #finance
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Replying to @investor_sr33
Which Listed Companies Are Considered Strongest in DCR Theme? Currently market generally tracks these names closely for DCR/ALMM growth: Waaree Energies Premier Energies Websol Energy System Solex Energy Swelect Energy Systems
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Chennai-based listed energy solutions company Swelect Energy Systems reported a consolidated net profit of โ‚น11 crore for the quarter ended March 2026, against โ‚น8 crore in the same quarter last year. Read more: trib.al/7G63f8C
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SWELECT ENERGY: Q4 EBITDA 355M RUPEES VS 286M (YOY) || Q4 EBITDA MARGIN 17.53% VS 13.08% (YOY)
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SWELECT ENERGY: Q4 CONS NET PROFIT 102M RUPEES VS 89M (YOY) || Q4 REVENUE 2.02B RUPEES VS 2.2B (YOY)
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21st May 2026 Q4FY26 Results Snapshot:- #Q4Results #Q4FY26 #Nifty ๐ŸšฉDecent / Good / Blockbuster ๐Ÿ‘๐Ÿ”ฅ๐Ÿ˜€ 1) Sansera Engineering (Solid) 2) Vintage Coffee And Beverages (Good)(EBITDA up 58% PAT up 34% But EPS up 16% YoY)(Track) 3) ABS Marine Services (SME)(Blockbuster) 4) Dee Development Engineers (On Expected line)(Track)(Order Book was โ‚น 1,940 Cr as on 31st Mar 2026 up 57.9% YoY) 5) JSW Cement (Good)(Margin Expansion)(Total Volume Sold up 7% YoY) 6) Vaibhav Global (Good)(Margin Expansion) 7) Laxmi Dental (Solid) 8) NYKAA (Decent)(Margin Expansion) 9) Rashtriya Chemicals and Fertilizers (Solid) 10) Sandhar Technologies (Good) 11) Happy Forgings (Margin Expansion) 12) Honasa Consumer (Solid)(Margin Expansion)(Underlying volume growth 30% YoY) 13) WeWork India Management (Strong positive outlook for FY27) 14) VA Tech Wabag 15) Windlas Biotech (Good)(Adj EBITDA up 26%)(Reported EBITDA down due to ESOP Expenses) 16) Rategain Travel Technologies 17) ADC India Communications (Revenue up 34% EBITDA up 49% PAT up 19%) 18) Wakefit Innovations (Solid)(Margin Expansion) 19) D.P. Abhushan (Overall good but Margin down) 20) Indo Borax & Chemicals 21) Century Enka (Stellar)(Solid Margin Expansion) 22) Bodal Chemicals (Solid) 23) Ganesh Green Bharat (SME)(Solid numbers)(But Margin down) 24) Namo eWaste Management (SME)(Margin Expansion) 25) Dr. Agarwal's Health Care (Good)(Performed 84,962 surgeries in Q4 FY2026 up 23.6% YoY)(Track it) 26) Chemcon Speciality Chemicals (Solid numbers after a long time)(Now depends whether this can sustain or not) 27) Prestige Estates Projects (Solid Reported numbers & Revenue recognition)(FY26 Pre Sales up 76%)(Collection up 53% YoY) 28) Aayush Art And Bullion (SME)(Blockbuster) 29) Shanti Gold International (Stellar) 30) Hindustan Foods (Good) 31) Alpex Solar (SME) (Margin down)(Track it) 32) Mufin Green Finance (Solid) 33) United Drilling Tools 34) OCCL 35)NGL Fine Chem (Solid)(Margin Expansion) 36) Suraksha Diagnostic (Higher Depreciation & Interest cost dragged PAT down)(EBITDA up 27%)(Total tests up 8.2%)(Average Revenue per test up 15.6% YoY) 37) Nupur Recyclers (Solid) 38) Bikaji Foods International (Volume growth 16.1% YoY)(EBITDA up 18% YoY) 38) Avana Electrosystems (SME) 39) Axis Solutions (Solid Margin Expansion) ๐ŸšฉBad / Poor / Weak ๐Ÿ˜ ๐Ÿ˜ก๐Ÿคฌ 1) Emami 2) Navneet Education 3) Igarashi Motors India (Margin down) 4) Sheetal Cool Products (Margin down) 5) Nucleus Software Exports 6) E To E Transportation Infrastructure (SME) (Margin down) 7) Shree Karni Fabcom (SME) 8) Trejhara Solutions (Margin down) 9) GMM Pfaudler (Margin down) 10) DCM Shriram International 11) Cheviot Company (Margin down) 12) Sun TV Network 13) Engineers India 14) Creative Graphics Solutions India (SME)(Margin down) 15) Urja Global 16) Quick Heal Technologies 17) Lux Industries (Margin down) 18) Electrotherm 19) GAIL 20) LG Electronics India 21) Gem Aromatics 22) Credo Brands Marketing 23) Indo Farm Equipment 24) Arihant Capital Markets (Margin down) 25) ITDC (Revenue down but Margin Expansion) 26) Laxmi Organic Industries 27) Reliance Power 28) Spencers Retail 29) Aryaman Financial Services 30) Ashoka Buildcon ๐Ÿšฉ Mixed / Neutral / Average๐Ÿ™„๐Ÿ˜‘๐Ÿ†— 1) Page Industries 2) Xchanging Solutions (Margin up) 3) Sinclairs Hotels (Margin down) 4) RPSG VENTURES 5) Haldyn Glass (Margin down) 6) Juniper Hotels (This Q4 Exceptional loss dragged PAT down) 7) Ramco Systems (EBITDA Margin down) 8) Flair Writing Industries (Margin Expansion)(Achieved Revenue Growth Guidance of 15% in FY26) 9) Aurobindo Pharma 10) Balmer Lawrie Investment 11) Datamatics Global Services (Margin Expansion) 12) Welspun Corp (Avg numbers)(FY27 Guidance Revenue โ‚น20,000 Cr ( 19% vs FY26 Actual) & EBITDA Guidance โ‚น2,850 Cr ( 20% vs FY26 Actual)) 13) Dolat Algotech 14) Max Healthcare Institute (Too many Capex going on) 15) Freshara Agro Exports (SME)(On FY26 basis margin down slightly) 16) Allcargo Terminals (Margin Expansion) 17) Repco Home Finance (Peers doing much much better)(loan book up 9.6%)(PAT up 3.6% YoY) 18) MTNL (Revenue up 35%)(EBITDA positive after a long time) 19) ICRA 20) IXIGO (Weak side)(GTV up 9% YoY)(Q4 maintained our growth trajectory with market-share gains, despite the high base-effect of MahaKumbh last year and the current Middle-East crisis) 21) LIC (Good) 22) Allied Digital Services (Revenue up 31%)(EBITDA Negative) 23) Sharda Motor Industries (Margin down) 24) Samhi Hotels (RevPAR up 4.1% YoY)(Reported EBITDA down 6% YoY)(On a like to like basis, EBITDA growth of 16.8% (excluding GST, FF&E expenses and Middle East impact)) 25) Medico Remedies (Margin down)(QoQ Recovery) 26) Megastar Foods (Margin down) 27) Shanti Educational Initiatives 28) ITC (Avg to below Avg) 29) TGV Sraac (Margin Expansion) 30) Ganesha Ecosphere (Margin down)(Track) 31) Manali Petrochemicals 32) Kronox Lab Sciences (Revenue flat but Margin Expansion) 33) GMR Power & Urban Infra (Revenue up 15% EBITDA up 20%)(PAT negative) 34) Swelect Energy Systems (Revenue down but Margin Expansion)(Lower other income also) 35) Sudeep Pharma (Margin down) 36) Centrum Capital (No view)
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Swelect Energy Systems #HarResultKuchKehtaHai #FANTASTIC The headline numbers hide a massive structural pivot. While revenue fell 7.5%, operating profit grew 24% because the company is walking away from low-margin installation work to focus on its new 500MW high-efficiency manufacturing plant. This is a classic margin-over-volume story where the quality of earnings has taken a permanent step up. Operating margins expanded by 445 basis points to 17.5%, the highest in recent quarters. Efficiency is the hidden hero in this result. Inventory days have collapsed to 166 days from over 1,000 days during the plant's construction phase. This means the company is now converting raw solar cells into cash six times faster than it was a year ago. This efficiency helped generate โ‚น95 Cr in cash from operations, which is nearly double the reported net profit. For every โ‚น100 in profit, the company brought in โ‚น166 in real cash. The debt of โ‚น793 Cr is substantial, but it is now backed by a 170MW power generation portfolio that acts like an annuity. The recent completion of the 10MW project for the Chennai Airport adds another layer of predictable, high-margin income. Furthermore, the deal to bring Syrma SGS as an equity partner in a subsidiary proves the 'group captive' model is working. This allows the company to expand its solar footprint using other people's capital while locking in long-term customers. Looking ahead, the main risk is the retirement of the Vice President of Operations in May 2026, which could slow down the execution of new projects. However, with a PEG ratio of 0.71, the market still seems to be pricing this as a slow-growth utility rather than a high-growth manufacturer. The transition to TOPCon technology is now fully visible in the margins, and the stabilization of the supply chain suggests the worst of the capital-heavy phase is over. Full breakdown โ†’ equisense.ai/app/deep-dive.hโ€ฆ Public NSE/BSE filings ยท Not Investment Advice #SWELECTES #Q4FY26 #StockMarket #Earnings
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Today Q4FY26 Results:- โžค Another Busy Day around 102-108 Co's ๐Ÿ˜“ โžค Main Focus:- DEE Development Engineers Wakefit Innovations Hindustan Foods Ixigo Vintage Coffee and Beverages Welspun Corp Sudeep Pharma Rategain Travel Technologies Honasa Consumer Dr Agarwals Health Care Engineers India Nykaa Samhi Hotels Ganesha Ecosphere LG Electronics India Shanti Gold International Max Healthcare Institute Windlas Biotech GMM Flair Writing Industries Swelect Energy Systems Etc....
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๐Ÿ“Š MAY 21, 2026 โ€“ Q4 Earnings Tracker (168 Companies) ๐Ÿฆ Financial Services LIC | ICRA | Rashtriya Chemicals & Fertilisers | Centrum Capital | Arihant Capital | Aryaman Financial Services | Fundviser Capital | Hybrid Financial Services | Dalal Street Investments | BFL Asset Finvest ๐Ÿ’Š Pharma & Healthcare Max Healthcare | Aurobindo Pharma | Dr Agarwals Health Care | Sudeep Pharma | Windlas Biotech | Suraksha Diagnostic | Medico Remedies | Generic Pharmasec | Medi-Caps ๐Ÿ›’ Consumer Goods / FMCG ITC | Emami | Bikaji Foods | Honasa Consumer | Hindustan Foods | D.P. Abhushan | Vintage Coffee & Beverages | Shanti Gold International | Megastar Foods ๐Ÿš— Automobile & Auto Components LG Electronics India | Sharda Motor | Sandhar Technologies | Happy Forgings | Igarashi Motors | SHREE OSFM E-Mobility ๐ŸŽฌ Media & Entertainment Sun TV Network | Datamatics Global | UFO Moviez | Music Broadcast | Filmcity Media ๐Ÿ— Real Estate & Construction Prestige Estates | Welspun Corp | GMR Power & Urban Infra | Ashoka Buildcon | DEE Development Engineers | Shanti Educational Initiatives โšก Power & Energy GAIL | Reliance Power | GMR Power & Urban Infra | Swelect Energy Systems | Electrotherm | Urja Global | NGL Fine Chem ๐Ÿงช Cement / Chemicals / Building Materials JSW Cement | Rashtriya Chemicals | Manali Petrochemicals | Indo Borax | Bodal Chemicals | Ganesh Green Bharat | Gem Aromatics | Chemcon Specialty Chemicals ๐Ÿ‘• Textiles & Lifestyle Page Industries | Welspun Corp | Emami | Lux Industries | Century Enka ๐Ÿ’ป Technology & IT Services RateGain | IXIGO | Datamatics Global | Nucleus Software | Ramco Systems | Quick Heal | Allied Digital ๐Ÿญ Infrastructure & Engineering Engineers India | VA Tech Wabag | Vaibhav Global | Flair Writing Industries | Laxmi Dental | Hawa Engineers ๐Ÿฝ Food & Beverage Bikaji Foods | Hindustan Foods | Vintage Coffee | Megastar Foods | NHC Foods ๐Ÿ› Retail & E-Commerce Nykaa | Spencer Retail | Shree Karni Fabcom โœˆ Travel / Hospitality / Leisure RateGain | ITDC | Juniper Hotels | Sinclairs Hotels โ› Metals & Mining RPSG Ventures | Rajputana Stainless | Electrotherm | Haldyn Glass | Indo Borax ๐ŸŒพ Agri / Chemicals / Fertilisers Rashtriya Chemicals | Laxmi Organic | Dolat Algotech | Indo Borax | NGL Fine Chem ๐Ÿญ Industrials & Manufacturing GMM Pfaudler | Igarashi Motors | ADC India Communications | Allied Digital | Indo Farm Equipment | ABS Marine | Trejhara Solutions | Oil Country Tubular | Ambalal Sarabhai Enterprise | GAMCO ๐Ÿšš Transportation & Logistics Allcargo Terminals | Xchanging Solutions | ABS Marine | Quick Heal | United Drilling Tools | Total Transport Systems ๐Ÿ”ง Services & Others WeWork India | Wakefit Innovations | Ganesha Ecosphere | AAYUSH Art & Bullion | Balmer Lawrie Investment | Creative Graphics Solutions | Avana Electrosystems ๐Ÿฅ Healthcare Services & Diagnostics Max Healthcare | Dr Agarwals | Suraksha Diagnostic | Laxmi Dental ๐Ÿ”ฅ Total Earnings Today: 168 Companies ๐Ÿš€
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